Lithia Motors, Inc.
US ˙ NYSE ˙ US5367971034

SecurityLAD / Lithia Motors, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,096 shares
Latest Disclosed Value $ 523,413
IFP Advisors, Inc reports 1.78% decrease in ownership of LAD / Lithia Motors, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,096 shares of Lithia Motors, Inc. (US:LAD) valued at $523,413 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,134 shares of Lithia Motors, Inc.. This represents a change in shares of -1.78% during the quarter. The current value of the position is $609,244 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F LITHIA MTRS cs 536797103 2,096 -38 -1.78 523 -26.23 0.0109
2026-02-06 2025-12-31 13F LITHIA MTRS cs 536797103 2,134 -62 -2.82 709 2.31 0.0159
2026-02-06 2025-09-30 13F/A-1 LITHIA MTRS cs 536797103 2,196 19 0.87 694 -7.23 0.0180
2025-12-02 2025-09-30 13F LITHIA MTRS cs 536797103 2,137 -40 713 0.0184
2025-07-24 2025-06-30 13F LITHI A MTRS cs 536797103 2,177 -14 -0.64 748 15.99 0.0213
2025-05-05 2025-03-31 13F LITHIA MTRS cs 536797103 2,191 -15 -0.68 645 -18.48 0.0199
2025-02-04 2024-12-31 13F LITHIA MTRS cs 536797103 2,206 -744 -25.22 791 -15.69 0.0259
2025-02-04 2024-09-30 13F LITHIA MTRS cs 536797103 2,950 -49 -1.63 937 23.78 0.0338
2024-07-30 2024-06-30 13F LITHIA MTRS cs 536797103 2,999 -8 -0.27 757 -16.26 0.0300
2024-07-30 2024-03-31 13F LITHIA MTRS cs 536797103 3,007 263 9.58 905 0.11 0.0397
2024-01-09 2023-12-31 13F LITHIA MTRS cs 536797103 2,744 125 4.77 904 16.82 0.0427
2023-10-12 2023-09-30 13F LITHIA MTRS cs 536797103 2,619 -25 -0.95 774 -3.86 0.0348
2023-08-14 2023-06-30 13F/A-1 LITHIA MTRS cs 536797103 2,644 123 4.88 804 226.83 0.0336
2023-08-04 2023-06-30 13F LITHIA MTRS cs 536797103 2,644 123 258 0.0119
2023-04-18 2023-03-31 13F LITHIA MTRS cs 536797103 2,521 1,604 174.92 246 0.0107
2023-02-07 2022-12-31 13F LITHIA MTRS cs 536797103 917 -17 -1.82 0 -100.00 0.0035
2022-11-08 2022-09-30 13F LITHIA MTRS cs 536797103 934 354 61.03 145 90.79 0.0038
2022-09-06 2022-06-30 13F/A-1 LITHIA MTRS cs 536797103 580 0 0.00 76 0.00 0.0024
2022-09-06 2022-03-31 13F/A-1 LITHIA MTRS cs 536797103 580 90 18.37 76 -47.59 0.0024
2022-08-08 2022-03-31 13F LITHIA MTRS INC COM Stock 536797103 500 10 54 0.0011
2022-01-12 2021-12-31 13F LITHIA MTRS INC COM Stock 536797103 490 0 0.00 145 -7.05 0.0028
2021-10-06 2021-09-30 13F LITHIA MTRS INC COM Stock 536797103 490 165 50.77 156 45.79 0.0031
2021-07-13 2021-06-30 13F LITHIA MTRS INC COM Stock 536797103 325 -8 -2.40 107 -18.32 0.0022
2021-04-30 2021-03-31 13F LITHIA MTRS INC CL A Stock 536797103 333 111 50.00 131 98.48 0.0025
2021-01-25 2020-12-31 13F LITHIA MTRS INC CL A Stock 536797103 222 222 66 0.0027
2020-10-29 2020-09-30 13F LITHIA MTRS INC CL A Stock 536797103 0 0 0 0.0000
2020-08-05 2020-06-30 13F LITHIA MTRS INC CL A Stock 536797103 0 0 0 0.0000
2020-05-12 2020-03-31 13F LITHIA MTRS INC CL A Stock 536797103 0 -434 -100.00 0 -100.00
2020-01-17 2019-12-31 13F LITHIA MTRS INC CL A Stock 536797103 434 118 37.34 63 53.66 0.0047
2019-11-07 2019-09-30 13F LITHIA MTRS INC CL A Stock 536797103 316 250 378.79 41 583.33 0.0027
2019-05-15 2019-03-31 13F LITHIA MOTORS INC CL A Stock 536797103 66 58 725.00 6 500.00 0.0008
2019-06-03 2018-12-31 13F/A-10 LITHIA MTRS INC CL A Stock 536797103 8 -59 -88.06 1 -80.00 0.0001
2019-01-23 2018-12-31 13F LITHIA MTRS INC CL A Stock 536797103 8 -59 1 0.0001
2019-06-03 2018-09-30 13F/A-9 LITHIA MTRS INC CL A Stock 536797103 67 -519 -88.57 5 -90.91 0.0002
2018-10-25 2018-09-30 13F LITHIA MTRS INC CL A Stock 536797103 67 -519 5 0.0002
2019-06-03 2018-06-30 13F/A-8 LITHIA MTRS INC CL A Stock 536797103 586 -49 -7.72 55 -23.61 0.0023
2018-08-07 2018-06-30 13F LITHIA MTRS INC CL A Stock 536797103 586 -21 55
2019-06-03 2018-03-31 13F/A-7 LITHIA MTRS INC CL A Stock 536797103 635 0 0.00 72 0.00 0.0033
2018-05-09 2018-03-31 13F LITHIA MTRS INC CL A Stock 536797103 607 -28 61
2019-06-03 2017-12-31 13F/A-6 LITHIA MTRS INC CL A Stock 536797103 635 -30 -4.51 72 -10.00 0.0033
2018-01-24 2017-12-31 13F LITHIA MTRS INC CL A Stock 536797103 635 -30 72
2017-10-30 2017-09-30 13F LITHIA MTRS INC CL A Stock 536797103 665 -73 -9.89 80 14.29 0.0032
2019-06-03 2017-06-30 13F/A-5 LITHIA MTRS INC CL A Stock 536797103 738 166 29.02 70 42.86 0.0030
2017-07-31 2017-06-30 13F LITHIA MTRS INC CL A Stock 536797103 738 166 70
2019-06-03 2017-03-31 13F/A-4 LITHIA MTRS INC CL A Stock 536797103 572 357 166.05 49 133.33 0.0021
2017-04-26 2017-03-31 13F LITHIA MTRS INC CL A Stock 536797103 572 357 49
2019-06-03 2016-12-31 13F/A-3 LITHIA MTRS INC CL A Stock 536797103 215 20 10.26 21 10.53 0.0010
2017-02-14 2016-12-31 13F LITHIA MTRS INC CL A Stock 536797103 215 20 21
2016-11-04 2016-09-30 13F LITHIA MTRS INC CL A Stock 536797103 195 75 62.50 19 111.11 0.0010
2019-06-03 2016-06-30 13F/A-2 LITHIA MTRS INC CL A Stock 536797103 120 54 81.82 9 50.00 0.0005
2016-08-22 2016-06-30 13F LITHIA MTRS INC CL A Stock 536797103 120 54 9
2019-06-03 2016-03-31 13F/A-1 LITHIA MOTORS INC CL A Stock 536797103 66 -46 -41.07 6 -50.00 0.0008
2016-05-02 2016-03-31 13F LITHIA MTRS INC CL A Stock 536797103 112 0 10
2016-02-11 2015-12-31 13F LITHIA MTRS INC CL A Stock 536797103 112 112 12 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.